$195 Million is the total value of First Pacific Financial's 94 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | New | VANGUARD INDEX FDS | $1,853,000 | – | 4,462 | +100.0% | 0.95% | – |
SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $542,000 | – | 7,139 | +100.0% | 0.28% | – |
NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $298,000 | – | 7,835 | +100.0% | 0.15% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $265,000 | – | 751 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 13 | Q3 2023 | 29.4% |
SPDR SER TR | 13 | Q3 2023 | 13.5% |
SCHWAB STRATEGIC TR | 13 | Q3 2023 | 12.3% |
VANGUARD INDEX FDS | 13 | Q3 2023 | 8.0% |
ISHARES TR | 13 | Q3 2023 | 18.1% |
MICROSOFT CORP | 13 | Q3 2023 | 2.4% |
ISHARES TR | 13 | Q3 2023 | 2.2% |
J P MORGAN EXCHANGE-TRADED F | 13 | Q3 2023 | 1.7% |
FIRST TR EXCHNG TRADED FD VI | 13 | Q3 2023 | 5.2% |
COSTCO WHSL CORP NEW | 13 | Q3 2023 | 1.5% |
View First Pacific Financial's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-21 |
View First Pacific Financial's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.